What kind of PDFs are supported?

Text-based statement PDFs work today — the kind you download directly from your bank. Scanned or photographed statements need OCR, which is coming soon.

Is my financial data secure?

Files are processed privately and are never shared or sold. Uploads are kept only as long as needed to produce your export.

Which banks does it work with?

A generic parser handles most common statement layouts. Bank-specific templates for major banks are on the roadmap to push accuracy even higher.

What formats can I export?

Both CSV and Excel (XLSX). Every export reflects any edits you make in the review table.

Can I fix incorrect rows?

Yes. Every extracted row is editable inline before export, and a confidence score flags anything worth a second look.

OFX to Zoho Books CSV Converter

Upload your OFX file and download clean Zoho Books CSV. Fast conversion, no manual copy-paste.

.ofx.csv

Free · no sign-up · downloads automatically.

How to convert OFX to Zoho Books CSV

1
Upload your OFX file
Drag and drop your .ofx file, or click to browse.
2
Convert it
Statemently reads the file and creates a clean Zoho Books CSV output.
3
Download your Zoho Books CSV file
Your Zoho Books CSV (.csv) file downloads automatically, ready to import.

Why convert OFX to Zoho Books CSV?

Use this when you have a file in one format and need a clean Zoho Books CSV file without rebuilding it by hand.

Upload your OFX file and download Zoho Books CSV
Avoid manual copy-paste and formatting cleanup
Works with real-world exports that do not follow a perfect template

Example: before and after

A sample OFX file and the exact Zoho Books CSV this tool produces from it.

Input · .ofx

<?xml version="1.0"?>
<?OFX OFXHEADER="200" VERSION="211" SECURITY="NONE" OLDFILEUID="NONE" NEWFILEUID="NONE"?>
<OFX><BANKMSGSRSV1><STMTTRNRS><STMTRS><CURDEF>USD</CURDEF>
<BANKACCTFROM><ACCTID>000111114821</ACCTID><ACCTTYPE>CHECKING</ACCTTYPE></BANKACCTFROM>
<BANKTRANLIST><DTSTART>20260601</DTSTART><DTEND>20260630</DTEND>
<STMTTRN><TRNTYPE>CREDIT</TRNTYPE><DTPOSTED>20260602</DTPOSTED><TRNAMT>4200.00</TRNAMT><FITID>1</FITID><NAME>Direct Deposit ACME Payroll</NAME></STMTTRN>
<STMTTRN><TRNTYPE>DEBIT</TRNTYPE><DTPOSTED>20260604</DTPOSTED><TRNAMT>-86.43</TRNAMT><FITID>2</FITID><NAME>Whole Foods Market</NAME></STMTTRN>
</BANKTRANLIST></STMTRS></STMTTRNRS></BANKMSGSRSV1></OFX>

Output · .csv

Date	Description	Amount
2026-06-02	Direct Deposit ACME Payroll	4200
2026-06-04	Whole Foods Market	-86.43

Tips

Files up to 8 MB are supported. Very large files may be summarized before AI conversion.

Frequently asked questions

Is the OFX to Zoho Books CSV converter free?

Yes — it's completely free, with no sign-up required.

What is a OFX file?

OFX (Open Financial Exchange) is the universal bank-data format read by QuickBooks, Quicken, GnuCash, and most accounting tools, importing with no column mapping.

What can I do with the Zoho Books CSV file?

Zoho Books CSV imports statement lines into Zoho Books bank and credit card accounts.

Is my financial data private?

Your file is processed only for the conversion, never sold, and not stored by this converter after the conversion runs.

Is there a file size limit?

Files up to 8 MB are supported, which covers even multi-year exports.

Other OFX conversions

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Convert other files to Zoho Books CSV

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Got a bank statement PDF instead?

Statemently turns statement PDFs into clean Excel, CSV, and accounting exports. Free to try.

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